Categories for Blogs

The past few months brought some worrying economic news, mostly about the deteriorating situation in China. This also genereated increasing concerns about the outlook for the European economy. However, recent data suggest the economic recovery in the Eurozone is holding up quite well.…

The key risks from very loose monetary policy are rising inflation and asset price bubbles. In spite of massive monetary stimulus in recent years, these risks have not materialised in the global economy as it continues its gradual recovery from the 2008 crisis. Nevertheless, there are areas of concern. One such area is the Swedish housing market, where prices…

This week’s highly anticipated Fed meeting yielded another no change decision. The Fed decided it was still not the right time to raise its policy rate for the first time since 2006 because of increased concern about the economic outlook. Recent survey indicators show that such concerns are warranted. …

All through the Summer, there has been speculation about whether or not the Federal Reserve would raise its policy rate for the first time in more than 9 years in September. This week it’s decision time for Yellen and co. For now, the odds on the first rate seem fairly even.…

Chinese equity markets took another beating this week with the Shanghai composite down 12% on the week. This took the index back its early July low, erasing the full impact of the earlier policy measures aimed at supporting the market. This leaves the index down 32% from its mid-June high, though still 57% higher than one year ago. To be clear, the Chinese equity…